RMR Wealth Builders
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RMR Wealth Builders’s Home Depot HD Stock Holding History

RMR Wealth Builders’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.49M Buy
19,313
+731
+4% +$240K 0.32% 48
2026
Q2 		$6.55M Buy
18,582
+3,482
+23% +$1.13M 0.41% 40
2026
Q1 		$4.97M Buy
15,100
+1,721
+13% +$627K 0.39% 41
2025
Q4 		$4.6M Buy
13,379
+491
+4% +$180K 0.37% 41
2025
Q3 		$5.22M Buy
12,888
+149
+1% +$58.6K 0.44% 33
2025
Q2 		$4.67M Buy
12,739
+647
+5% +$234K 0.42% 33
2025
Q1 		$4.43M Buy
12,092
+663
+6% +$258K 0.47% 31
2024
Q4 		$4.45M Buy
11,429
+246
+2% +$100K 0.46% 31
2024
Q3 		$4.53M Sell
11,183
-55
-0.5% -$20.1K 0.48% 29
2024
Q2 		$3.87M Buy
11,238
+683
+6% +$233K 0.44% 34
2024
Q1 		$4.05M Buy
10,555
+435
+4% +$159K 0.49% 28
2023
Q4 		$3.51M Buy
10,120
+172
+2% +$53.3K 0.49% 29
2023
Q3 		$3.01M Buy
9,948
+1,968
+25% +$633K 0.48% 29
2023
Q2 		$2.48M Buy
7,980
+30
+0.4% +$8.86K 0.42% 35
2023
Q1 		$2.35M Buy
7,950
+1,316
+20% +$403K 0.45% 32
2022
Q4 		$2.1M Buy
6,634
+76
+1% +$23.2K 0.48% 31
2022
Q3 		$1.81M Sell
6,558
-129
-2% -$38.1K 0.44% 33
2022
Q2 		$1.83M Sell
6,687
-2,188
-25% -$646K 0.46% 35
2022
Q1 		$2.66M Buy
8,875
+6,420
+262% +$2.23M 0.57% 33
2021
Q4 		$1.02M Sell
2,455
-6,558
-73% -$2.5M 0.29% 39
2021
Q3 		$2.96M Buy
9,013
+348
+4% +$114K 0.87% 16
2021
Q2 		$2.76M Sell
8,665
-762
-8% -$242K 0.91% 17
2021
Q1 		$2.88M Buy
9,427
+1,283
+16% +$354K 0.75% 16
2020
Q4 		$2.16M Sell
8,144
-2,391
-23% -$657K 1.06% 16
2020
Q3 		$2.93M Buy
10,535
+2,968
+39% +$804K 0.76% 22
2020
Q2 		$1.9M Buy
+7,567
New +$1.73M 1.69% 11
2019
Q4 		$2.21M Buy
+10,109
New +$2.29M 2.13% 7

Other funds holding HD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

RMR Wealth Builders's HD Position: Q3 2026 in Review

RMR Wealth Builders increased its Home Depot (HD) stake by 3.9% in Q3 2026, buying an estimated $240K and bringing the position to 19,313 shares worth $5.49M. The position accounts for 0.32% of the portfolio, ranked #48.

RMR Wealth Builders first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.55M in Q2 2026. 2,122 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • RMR Wealth Builders held 19,313 shares of Home Depot worth $5.49M as of Q3 2026.
  • RMR Wealth Builders bought 731 Home Depot shares in Q3 2026, an estimated $240K.
  • Home Depot made up 0.32% of RMR Wealth Builders's portfolio in Q3 2026, its #48 holding.
  • RMR Wealth Builders first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • RMR Wealth Builders's Home Depot position peaked at $6.55M in Q2 2026.
  • 2,122 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.